Document Shortcuts

The following table is a summary of the different types of documents and interactions held in FYI, including:

  • the icon that displays for each item
  • the shortcut key used to create the document or interaction

Hovering your mouse pointer over the icon displays a description of the type of document or interaction.

Icon
Type Shortcut Key Shortcut Action

1401b_Outgoing_email.gif

Outgoing Email

E

Creates an Email using Outlook. Can be created using a template.

1401a_Incoming_email.gif

Incoming Email

 

 

1401c_Word.gif

Word

Creates a document in Microsoft Word using a template and stationery preconfigured for your practice.

1401d_Excel.gif

Excel

S

Creates a Spreadsheet using Excel. Can be created using a template.

1401e_PowerPoint.gif

PowerPoint

P

Creates a PowerPoint Presentation. Can be created using a template.

1401f_Meeting.gif

Meeting

M

Creates a record of a meeting that has been held or for a future meeting.

Phone Call

C

Creates a record of a phone call.

1401h_File_Note.gif

File Note

F

Creates a file note for the client.

1401i_Web_Link.gif

Web Link

L

Records a link to a URL, for example to a report held for the client on a different site.

1401j_PDF.gif
1401k_Image.gif
1401l_Zipped.gif

PDF

Image

Zipped

U

Upload any type of file into FYI.

 

 

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